Civic Intelligence

The Bartholomew Private Foundation

990PF • Fiscal year 2014 • EIN 26-2198972

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization Profile
2828 Tarflower WayNaples, FL 34105-3028

(239) 513-1370

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

90%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,629,035

Up $1,699,593 (+17%) from 2013

Net Assets

Up

$11,629,035

Up $1,699,593 (+17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin98th percentile

Revenue

Up

$1,786,114

Up $844,640 (+90%) from 2013

Expenses

Down

$84,512

Down $581,010 (-87%) from 2013

Net Income

Up

$1,701,602

Up $1,425,650 (+517%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $9,565,446Liabilities 2010: $0Net Assets 2010: $9,565,4462010Assets 2011: $5,210,067Liabilities 2011: $0Net Assets 2011: $5,210,0672011Assets 2012: $9,653,490Liabilities 2012: $0Net Assets 2012: $9,653,4902012Assets 2013: $9,929,442Liabilities 2013: $0Net Assets 2013: $9,929,4422013Assets 2014: $11,629,035Liabilities 2014: $0Net Assets 2014: $11,629,0352014Assets 2015: $11,582,165Liabilities 2015: $0Net Assets 2015: $11,582,1652015Assets 2016: $11,713,675Liabilities 2016: $0Net Assets 2016: $11,713,6752016Assets 2017: $12,543,022Liabilities 2017: $0Net Assets 2017: $12,543,0222017Assets 2018: $12,397,126Liabilities 2018: $0Net Assets 2018: $12,397,1262018Assets 2019: $12,179,517Liabilities 2019: $0Net Assets 2019: $12,179,5172019Assets 2020: $14,802,431Liabilities 2020: $0Net Assets 2020: $14,802,4312020Assets 2021: $14,359,365Liabilities 2021: $0Net Assets 2021: $14,359,3652021Assets 2022: $13,220,624Liabilities 2022: $0Net Assets 2022: $13,220,6242022Assets 2023: $13,849,519Liabilities 2023: $0Net Assets 2023: $13,849,5192023Assets 2024: $13,569,852Liabilities 2024: $0Net Assets 2024: $13,569,8522024

Highlighted filing

2014

Assets$11,629,035
Liabilities$0
Net Assets$11,629,035
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $462,1962010Expenses 2011: $5,276,3402011Expenses 2012: $240,8932012Revenue 2013: $941,474Expenses 2013: $665,522Net Income 2013: $275,9522013Revenue 2014: $1,786,114Expenses 2014: $84,512Net Income 2014: $1,701,6022014Revenue 2015: $51,047Expenses 2015: $97,917Net Income 2015: -$46,8702015Revenue 2016: $256,410Expenses 2016: $124,900Net Income 2016: $131,5102016Revenue 2017: $866,090Expenses 2017: $130,606Net Income 2017: $735,4842017Revenue 2018: $1,075,473Expenses 2018: $882,381Net Income 2018: $193,0922018Revenue 2019: $152,779Expenses 2019: $943,243Net Income 2019: -$790,4642019Revenue 2020: $2,565,412Expenses 2020: $891,141Net Income 2020: $1,674,2712020Revenue 2021: $782,891Expenses 2021: $815,054Net Income 2021: -$32,1632021Revenue 2022: $1,155,760Expenses 2022: $676,195Net Income 2022: $479,5652022Revenue 2023: $612,402Expenses 2023: $364,209Net Income 2023: $248,1932023Revenue 2024: $718,340Expenses 2024: $586,222Net Income 2024: $132,1182024

Highlighted filing

2014

Revenue$1,786,114
Expenses$84,512
Net Income$1,701,602
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS R BARTHOLOMEWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bartholomew Private Foundation
EIN
26-2198972
Phone
2395131370
Address
2828 TARFLOWER WAY, NAPLES, FL 34105-3028

Signing Officer

Name
Eugene Borgonzi
Title
Enrolled Agent
Phone
2395131370
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Alfonso Perillo
Phone
6172276161
Raw XML Appendix347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
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DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt057944
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01701602
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-20537
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0245537
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt030056
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-20537
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DOUGLAS R BARTHOLOMEW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02828 TARFLOWER WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395131370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DOUGLAS R BARTHOLOMEW
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0610441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0610441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0182638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04541650
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0610441
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04113847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0182638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03931209
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04113847
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04724288
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS R JOYCE H BARTHOLOMEW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02828 TARFLOWER WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034105
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0173095
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE FOR UNSETTLED TRADING ACTIVITY
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02009
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR BOND AMORTIZATION NOT INCLUDED IN ENDING BOND COST
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0143379
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HAMILTON FUND LTD - SERIES A SHARES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0143379
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0143379
TaxesSchedule/TaxesDetail/Amt03068
TaxesSchedule/TaxesDetail/Amt123500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03068
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE BORGONZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ENROLLED AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02395131370
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARTHOLOMEW PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0262198972
ReturnHeader/Filer/PhoneNum02395131370
ReturnHeader/Filer/USAddress/AddressLine1Txt02828 TARFLOWER WAY
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341053028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFONSO PERILLO
ReturnHeader/ReturnTs02015-11-13T11:18:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,629,035
Liabilities
$0
Net assets
$11,629,035
Revenue
$1,786,114
Expenses
$84,512
Net income
$1,701,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.72$0.59$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$0.61$0.36$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$1.16$0.68$0.48
2021Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.78$0.82$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$2.57$0.89$1.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.15$0.94$0.79
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$1.08$0.88$0.19
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.13$0.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.26$0.12$0.13
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.79$0.08$1.70
2013Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.94$0.67$0.28
2012Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.24
2011Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$5.28
2010Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.46